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Vaneck Morningstar Wide Moat (MOAT)

CUSIP: 92189F643 | NYSE | 1436 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Southern Farm Bureau Life Insurance1,107,967
10.8% of portfolio›$117.1K
Commonwealth Equity Services, LLC997,032
0.1% of portfolio›$105.4M
Verde Capital Management927,965
17.1% of portfolio›$98.1M
Cambridge Investment Research Advisors, Inc.544,957
0.0% of portfolio›$57.6K
Leelyn Smith, LLC539,247
6.3% of portfolio›$57.0M
Harbor Group, Inc.506,022
6.3% of portfolio›$53.5M
Regatta Capital Group, LLC482,975
6.5% of portfolio›$51.1M
Provenance Wealth Advisors, LLC482,624
3.0% of portfolio›$51.0M
Whitaker-Myers Wealth Managers, Ltd.452,541
7.8% of portfolio›$47.8M
G2 Capital Management, LLC / OH367,084
8.8% of portfolio›$38.8M
Assetmark, Inc332,309
0.1% of portfolio›$35.1M
Jnba Financial Advisors323,056
2.6% of portfolio›$34.2M
Prospera Financial Services Inc275,047
0.4% of portfolio›$30.9M
Buttonwood Financial Advisors Inc.260,865
8.3% of portfolio›$27.6M
Brookstone Capital Management257,491
0.3% of portfolio›$27.2M
Wealth Enhancement Advisory Services, LLC253,598
0.0% of portfolio›$25.9M
Planned Solutions, Inc.240,070
7.0% of portfolio›$25.4M
Berkshire Money Management, Inc.226,127
2.1% of portfolio›$23.9M
KRM Wealth Management L.L.C.224,703
10.4% of portfolio›$23.8M
Wealthcare Advisory Partners LLC220,638
0.4% of portfolio›$23.3M
James J. Burns & Company, LLC201,368
2.3% of portfolio›$21.3M
Altus Wealth Group LLC198,996
7.9% of portfolio›$21.0M
Creative Planning196,837
0.0% of portfolio›$20.8M
Etesian Wealth Advisors, Inc.185,544
5.7% of portfolio›$19.6M
Ceera Investments, LLC181,966
7.3% of portfolio›$19.2M
Beaumont Asset Management, L.L.C.179,693
6.6% of portfolio›$19.0M
IFP Advisors, Inc161,295
0.3% of portfolio›$17.1M
New England Private Wealth Advisors LLC159,398
1.6% of portfolio›$16.8M
Citigroup Inc146,734
0.0% of portfolio›$15.5M
Joseph Group Capital Management139,859
2.6% of portfolio›$14.8M
Davenport & Co LLC139,310
0.1% of portfolio›$14.7M
Visionary Wealth Advisors133,727
0.6% of portfolio›$14.1M
Robertson Stephens Wealth Management, LLC133,054
0.3% of portfolio›$14.1M
AlphaCore Capital LLC130,452
0.2% of portfolio›$13.8M
Tanager Wealth Management LLP128,683
1.1% of portfolio›$13.6M
Oppenheimer & Co Inc124,020
0.1% of portfolio›$13.1M
Unique Wealth Strategies, LLC123,130
4.7% of portfolio›$12.8M
Fermata Advisors, LLC122,627
2.5% of portfolio›$13.0M
Ferguson Shapiro LLC119,867
3.7% of portfolio›$12.7M
Independent Financial Group, LLC116,521
0.2% of portfolio›$12.3M
Family Office Research LLC114,614
4.7% of portfolio›$12.1M
Financial Solutions Advisory Group, Inc.113,948
1.6% of portfolio›$12.6M
46 Peaks LLC108,193
7.3% of portfolio›$11.4M
Kestra Private Wealth Services, LLC104,212
0.1% of portfolio›$11.0M
Financial Management Network Inc101,572
1.6% of portfolio›$10.8M
Richmond Investment Services, LLC95,935
3.2% of portfolio›$10.1M
Farrow Financial, Inc.94,999
5.3% of portfolio›$10.0M
Kestra Advisory Services, LLC93,338
0.0% of portfolio›$9.9M
Howard Financial Services, Ltd.91,799
1.0% of portfolio›$9.7M
TPG Advisors LLC83,341
4.7% of portfolio›$8.8M
EnRich Financial Partners LLC79,573
2.0% of portfolio›$8.4M
Onyx Bridge Wealth Group LLC77,836
0.7% of portfolio›$8.2M
Philip James Wealth Mangement, LLC76,706
0.9% of portfolio›$8.1M
Employees' Retirement Fund of the City of Fort Worth75,074
2.9% of portfolio›$7.9M
Elevation Capital Advisory, LLC74,747
3.1% of portfolio›$7.9M
Apollon Wealth Management, LLC74,383
0.1% of portfolio›$7.9M
American National Bank of Texas73,776
7.1% of portfolio›$7.8M
Sigma Planning Corp72,629
0.2% of portfolio›$7.7M
Mengis Capital Management, Inc.72,361
1.1% of portfolio›$7.6M
Concurrent Investment Advisors, LLC71,304
0.1% of portfolio›$7.5M
Boyce & Associates Wealth Consulting, Inc.69,777
4.5% of portfolio›$7.4M
HBW Advisory Services LLC66,830
0.7% of portfolio›$7.1M
Boomfish Wealth Group, LLC64,323
2.9% of portfolio›$6.8M
Midwest Financial Group LLC62,460
2.2% of portfolio›$6.6M
VestGen Advisors, LLC62,402
0.2% of portfolio›$6.6M
Paller Financial Services Inc62,016
5.0% of portfolio›$6.6M
Darrow Company, Inc.60,849
2.6% of portfolio›$6.4M
Activest Wealth Management59,999
1.2% of portfolio›$6.3M
Selby Wealth Management, LLC59,575
2.2% of portfolio›$6.3M
Guilbault Capital LLC57,319
5.9% of portfolio›$6.1M
Eubel Brady & Suttman Asset Management Inc56,377
0.0% of portfolio›$6.0K
Allen Capital Group, LLC55,919
0.5% of portfolio›$5.9M
D.A. Davidson & Co.54,729
0.0% of portfolio›$5.8M
Mirae Asset Global Investments Co., Ltd.53,900
0.0% of portfolio›$5.7M
Harbour Trust & Investment Management Co53,888
0.5% of portfolio›$5.7M
Signature Estate & Investment Advisors LLC51,499
0.1% of portfolio›$5.4M
Beaumont Financial Advisors, LLC49,420
0.3% of portfolio›$5.2M
Sunpointe, LLC49,242
1.6% of portfolio›$5.2M
StoneX Group Inc.48,795
0.2% of portfolio›$5.2M
MCF Advisors LLC47,952
0.2% of portfolio›$5.1M
Tranquility Partners, LLC47,737
1.8% of portfolio›$5.0M
Opal Wealth Advisors, LLC46,361
1.0% of portfolio›$4.9M
Jacksonville Wealth Management, LLC45,771
2.5% of portfolio›$4.8M
Y-Intercept (Hong Kong) Ltd45,763
0.1% of portfolio›$4.8M
Turning Point Benefit Group, Inc.45,616
2.0% of portfolio›$4.8M
Farrell Financial LLC44,340
2.5% of portfolio›$4.7M
Ayalon Insurance Comp Ltd.43,747
0.0% of portfolio›$4.6K
Flagstar Securities, Inc42,554
1.4% of portfolio›$4.5M
Capital Investment Advisory Services, LLC41,235
0.3% of portfolio›$4.4M
Truist Financial Corp41,199
0.0% of portfolio›$4.4M
William John Sempolinski41,199
1.7% of portfolio›$4.4M
Avalon Capital Management39,746
1.0% of portfolio›$4.2M
Lido Advisors, LLC38,524
0.0% of portfolio›$4.1M
WealthPlan Investment Management, LLC37,206
0.2% of portfolio›$3.9M
RDA Financial Network36,988
0.9% of portfolio›$3.9M
Lunt Capital Management, Inc.35,967
1.4% of portfolio›$3.8M
Commerce Advisors, LLC34,771
1.7% of portfolio›$3.7M
Tompkins Financial Corp34,269
0.3% of portfolio›$3.6M
Acorn Wealth Advisors, LLC33,862
0.9% of portfolio›$3.6M
Rose Capital Advisors LLC33,364
0.9% of portfolio›$3.5M
Iron Financial LLC33,082
1.5% of portfolio›$3.5M
Cornerstone Wealth Management, LLC32,014
0.1% of portfolio›$3.4M
Paragon Advisors, LLC30,908
0.6% of portfolio›$3.3M
Patton Albertson Miller Group, LLC30,506
0.3% of portfolio›$3.2M
Tactive Advisors, LLC30,164
0.8% of portfolio›$3.2M
BXM Wealth LLC29,920
1.7% of portfolio›$3.2M
Farther Finance Advisors, LLC29,917
0.0% of portfolio›$3.2M
Creekside Partners28,100
1.1% of portfolio›$3.0M
Victory Financial Group, LLC28,082
0.3% of portfolio›$3.0M
Laurel Wealth Planning LLC27,853
1.3% of portfolio›$2.9M
Obermeyer Wealth Partners27,512
0.1% of portfolio›$2.9M
XML Financial, LLC27,446
0.2% of portfolio›$2.9M
Integrated Advisors Network LLC26,409
0.1% of portfolio›$2.8M
Cross Staff Investments Inc26,127
1.6% of portfolio›$2.8M
Lionsbridge Wealth Management LLC25,046
3.0% of portfolio›$2.6M
S.E.E.D. Planning Group LLC23,670
0.6% of portfolio›$2.5M
Cliftonlarsonallen Wealth Advisors, LLC23,131
0.0% of portfolio›$2.4M
First Financial Group Corp22,971
1.9% of portfolio›$2.4M
Triumph Capital Management22,826
0.4% of portfolio›$2.4M
TME Financial, Inc.22,790
1.5% of portfolio›$2.4M
Fifth Third Securities, Inc.22,406
0.1% of portfolio›$2.4M
YHB Investment Advisors, Inc.21,723
0.1% of portfolio›$2.3M
Atria Investments, Inc21,533
0.0% of portfolio›$2.3M
Wealth Enhancement Trust Services, Inc.21,001
0.2% of portfolio›$2.2M
Cornell Pochily Investment Advisors, Inc.20,691
0.6% of portfolio›$2.2M
XY Planning Network, Inc.20,138
0.2% of portfolio›$2.1M
Endowment Wealth Management, Inc.19,206
0.7% of portfolio›$2.0M
ARQ Wealth Advisors, LLC19,117
0.2% of portfolio›$2.0M
Cookson Peirce & Co Inc18,894
0.1% of portfolio›$2.0M
Pekin Hardy Strauss, Inc.17,978
0.2% of portfolio›$1.9M
Foguth Wealth Management, Llc.16,035
0.2% of portfolio›$1.8M
Sentinel Pension Advisors, LLC16,009
0.2% of portfolio›$1.7M
Kingswood Wealth Advisors, LLC15,425
0.1% of portfolio›$1.6M
Chicago Partners Investment Group LLC15,268
0.0% of portfolio›$1.7M
Focus Financial Network, Inc.15,146
0.0% of portfolio›$1.6M
Vise Technologies, Inc.15,104
0.0% of portfolio›$1.6M
Madden Securities Corp15,000
0.4% of portfolio›$1.6M
NorthCrest Asset Manangement, LLC14,990
0.0% of portfolio›$1.6M
Schorn Wealth LLC14,913
0.4% of portfolio›$1.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors14,906
0.1% of portfolio›$1.6M
WealthPLAN Partners, LLC14,801
0.3% of portfolio›$1.6M
PKS Advisory Services, LLC14,757
0.2% of portfolio›$1.5M
Verdence Capital Advisors LLC14,366
0.1% of portfolio›$1.5M
Mendel Money Management14,057
0.5% of portfolio›$1.5M
Provident Wealth Management, LLC13,808
0.5% of portfolio›$1.5M
RCW Management, LLC13,744
1.3% of portfolio›$1.5M
Legacy Solutions, LLC13,548
1.1% of portfolio›$1.4M
Pioneer Family Office, LLC13,475
0.7% of portfolio›$1.4M
Soundwatch Capital LLC13,424
0.2% of portfolio›$1.4M
Peck Wealth Management, LLC13,219
1.2% of portfolio›$1.4M
Sierra Ocean, LLC12,857
0.8% of portfolio›$1.4M
Defined Wealth Management, LLC12,591
0.7% of portfolio›$1.3M
Echo45 Advisors LLC12,564
0.6% of portfolio›$1.3M
Rhodes Investment Advisors Inc12,322
0.9% of portfolio›$1.3M
Winebrenner Capital Management LLC11,753
0.8% of portfolio›$1.2M
Asset One Wealth Management LLC11,554
0.1% of portfolio›$1.2M
AlphaStar Capital Management, LLC11,462
0.1% of portfolio›$1.2M
TD Private Client Wealth LLC11,285
0.0% of portfolio›$1.2M
Heck Capital Advisors, LLC11,189
0.1% of portfolio›$1.2M
Principle Wealth Partners LLC11,023
0.1% of portfolio›$1.2M
Fiduciary Financial Group, LLC10,966
0.1% of portfolio›$1.2M
Uptick Partners, LLC10,818
0.2% of portfolio›$1.1M
Balance Wealth Partners LLC10,137
0.3% of portfolio›$1.1M
Whipplewood Advisors, LLC9,686
0.7% of portfolio›$1.0M
Root Financial Partners, LLC9,678
0.0% of portfolio›$1.0M
Park Avenue Securities LLC9,673
0.0% of portfolio›$1.0K
BCS Wealth Management9,602
0.2% of portfolio›$1.0M
KPP Advisory Services LLC9,589
0.2% of portfolio›$1.0M
Castle Rock Wealth Management, LLC9,128
0.2% of portfolio›$988.0K
Phraction Management LLC9,095
0.2% of portfolio›$961.4K
Archford Capital Strategies, LLC9,091
0.1% of portfolio›$961.0K
Wedbush Securities Inc8,944
0.0% of portfolio›$945
Perigon Wealth Management, LLC8,818
0.0% of portfolio›$932.1K
Kaydan Wealth Management, Inc.8,808
0.3% of portfolio›$931.1K
Peak Financial Advisors LLC8,740
0.4% of portfolio›$923.9K
PFG Advisors8,712
0.0% of portfolio›$921.0K
Comprehensive Financial Consultants Institutional, Inc.8,403
0.2% of portfolio›$888.3K
Parkway Wealth Management Group, LLC8,396
0.1% of portfolio›$887.5K
Financial Partners Group, Inc8,266
0.1% of portfolio›$873.8K
Walled Lake Planning & Wealth Management, LLC8,246
0.2% of portfolio›$871.7K
First Community Trust NA8,242
0.3% of portfolio›$871.3K
HB Wealth Management, LLC8,170
0.0% of portfolio›$863.7K
Compass Financial Management LLC8,095
0.1% of portfolio›$855.7K
RFG Advisory, LLC7,966
0.0% of portfolio›$842.0K
Realta Investment Advisors7,852
0.2% of portfolio›$830.0K
Cornerstone Wealth Group, LLC7,834
0.0% of portfolio›$828.2K
Swmg, LLC7,765
0.2% of portfolio›$878.3K
LexAurum Advisors, LLC7,514
0.1% of portfolio›$794.3K
SAX Wealth Advisors, LLC7,470
0.0% of portfolio›$789.6K
Meitav Investment House LTD7,451
0.0% of portfolio›$778.5K
Samalin Investment Counsel, LLC7,235
0.2% of portfolio›$764.8K
Convergence Financial, LLC7,154
0.1% of portfolio›$756.2K
BIP Wealth, LLC7,052
0.0% of portfolio›$745.4K
Keybank National Association6,981
0.0% of portfolio›$738.0K
Oliver Luxxe Assets LLC6,760
0.1% of portfolio›$714.6K
1620 Investment Advisors, Inc.6,748
0.4% of portfolio›$713.3K
Indivisible Partners6,602
0.0% of portfolio›$697.9K
Autumn Glory Partners, LLC6,483
0.2% of portfolio›$685.3K
John W. Brooker & Co., CPAs6,432
0.8% of portfolio›$680.0K
United Advisor Group, LLC6,421
0.1% of portfolio›$678.7K
Waldron Private Wealth LLC6,309
0.0% of portfolio›$666.9K
Wolff Wiese Magana LLC6,049
0.3% of portfolio›$639.5K
Rooted Wealth Advisors, Inc.6,022
0.2% of portfolio›$626.1K
Box Hill Private Wealth LLC5,757
0.4% of portfolio›$608.6K
Mission Wealth Management, LP5,736
0.0% of portfolio›$606.4K
Financial Synergies Wealth Advisors, Inc.5,734
0.0% of portfolio›$606.1K
Blossom Wealth Management5,707
0.8% of portfolio›$603.3K
Trademark Financial Management, LLC5,703
0.2% of portfolio›$602.9K
Wilkerson Advisory Group LLC5,619
0.2% of portfolio›$594.0K
Western Pacific Wealth Management, LP5,506
0.5% of portfolio›$582.1K
Vision Capital Management, Inc.5,453
0.1% of portfolio›$576.4K
Cullen T Bankers, Inc.5,434
0.0% of portfolio›$574.4K
Integrity Alliance, Llc.5,349
0.0% of portfolio›$565.5K
Lotus Asset Management LLC5,322
0.5% of portfolio›$562.8K
Asset Dedication, LLC5,272
0.0% of portfolio›$557.3K
Caliber Wealth Management, LLC / KS5,255
0.1% of portfolio›$555.5K
Sensible Money, LLC5,236
0.1% of portfolio›$553.5K
Legacy Private Trust Co.5,215
0.0% of portfolio›$551.3K
Southland Equity Partners LLC5,170
0.1% of portfolio›$546.5K
Triad Wealth Partners, LLC5,123
0.0% of portfolio›$541.6K
Brighton Jones LLC5,115
0.0% of portfolio›$540.7K
Merkkuri Wealth Advisors LLC5,081
0.3% of portfolio›$537.1K
Intrua Financial, LLC5,015
0.0% of portfolio›$530.2K
Smith Thornton Advisors LLC4,942
0.2% of portfolio›$522.4K
Dorato Capital Management4,931
0.4% of portfolio›$530.9K
Capital Investment Advisors, LLC4,922
0.0% of portfolio›$520.3K
Strategic Family Wealth Counselors, L.L.C.4,903
0.1% of portfolio›$518.3K
Princeton Global Asset Management LLC4,880
0.1% of portfolio›$515.9K
Todd Wealth Management, LLC4,768
0.4% of portfolio›$504.0K
Marshall & Sterling Wealth Advisors Inc.4,672
0.3% of portfolio›$493.9K
Able Wealth Management LLC4,654
0.1% of portfolio›$501.5K
Anson Capital, Inc.4,569
0.3% of portfolio›$483.0K
Quad-Cities Investment Group, LLC4,507
0.2% of portfolio›$476.4K
Patriot Financial Group Insurance Agency, LLC4,482
0.0% of portfolio›$473.8K
Flynn Zito Capital Management, LLC4,477
0.1% of portfolio›$473.3K
Whelan Financial4,474
0.1% of portfolio›$472.9K
Welch & Forbes LLC4,464
0.0% of portfolio›$471.9K
Members Wealth LLC4,460
0.2% of portfolio›$480.2K
Family Capital Management, Inc.4,451
0.2% of portfolio›$470.5K
Landaas & Co4,400
0.1% of portfolio›$465.1K
AdvisorNet Financial, Inc4,375
0.0% of portfolio›$477.1K
ATX Financial Planning, LLC4,331
0.3% of portfolio›$457.8K
IPG Investment Advisors LLC4,314
0.1% of portfolio›$456.0K
Hazlett, Burt & Watson, Inc.4,254
0.0% of portfolio›$443
Creative Financial Designs Inc4,243
0.0% of portfolio›$448.5K
WealthBridge Capital Management, LLC4,219
0.1% of portfolio›$446.0K
IMG Wealth Management, Inc.4,192
0.2% of portfolio›$443.1K
Commonwealth Financial Services, LLC4,187
0.1% of portfolio›$442.6K
Legacy Financial Strategies, LLC4,111
0.1% of portfolio›$434.6K
Simplicity Wealth,LLC4,108
0.0% of portfolio›$434.3K
Stiles Financial Services Inc4,060
0.1% of portfolio›$429.2K
Elmwood Wealth Management, Inc.3,963
0.1% of portfolio›$418.9K
Accelerate Investment Advisors LLC3,959
0.2% of portfolio›$418.5K
NovaPoint Capital, LLC3,947
0.1% of portfolio›$417.2K
Holos Integrated Wealth LLC3,924
0.2% of portfolio›$433.6K
Patten Group, Inc.3,913
0.1% of portfolio›$413.6K
MGO One Seven LLC3,869
0.0% of portfolio›$409.0K
Dhjj Financial Advisors, Ltd.3,763
0.1% of portfolio›$397.8K
Nfsg Corp3,627
0.0% of portfolio›$383.4K
Private Trust Co NA3,525
0.0% of portfolio›$372.7K
Peirce Capital Management, LLC3,510
0.1% of portfolio›$371.0K
Fairscale Capital, LLC3,490
0.2% of portfolio›$392.2K
Sagespring Wealth Partners, LLC3,471
0.0% of portfolio›$366.9K
Lanark Financial, Inc.3,424
0.0% of portfolio›$362.0K
Diversify Wealth Management, LLC3,373
0.0% of portfolio›$375.2K
Diversify Advisory Services, LLC3,373
0.0% of portfolio›$375.2K
Ascentis Independent Advisors3,366
0.0% of portfolio›$355.8K
Lavelle Capital LP3,340
0.2% of portfolio›$353.1K
Northeast Investment Management3,316
0.0% of portfolio›$350.5K
Harel Insurance Investments & Financial Services Ltd.3,301
0.0% of portfolio›$349
True North Advisors, LLC3,242
0.0% of portfolio›$342.7K
Almanack Investment Partners, Llc.3,213
0.0% of portfolio›$339.6K
NavPoint Financial, Inc.3,163
0.1% of portfolio›$334.4K
TSG Advice Partners, LLC3,105
0.0% of portfolio›$322.8K
Choreo, LLC3,103
0.0% of portfolio›$328.0K
Titleist Asset Management, LLC3,077
0.0% of portfolio›$325.2K
Bay Capital Advisors, LLC2,940
0.2% of portfolio›$310.7K
Parallel Advisors, LLC2,887
0.0% of portfolio›$305.2K
Atlas Brown,Inc.2,880
0.1% of portfolio›$304.5K
EverSource Wealth Advisors, LLC2,812
0.0% of portfolio›$297.3K
Clarus Group, Inc.2,805
0.1% of portfolio›$296.5K
Daymark Wealth Partners, LLC2,790
0.0% of portfolio›$294.9K
CapWealth Advisors, LLC2,786
0.0% of portfolio›$294.5K
Bell Bank2,734
0.0% of portfolio›$289.0K
Facet Wealth, Inc.2,702
0.0% of portfolio›$285.6K
Culbertson A N & Co Inc2,701
0.0% of portfolio›$285.5K
Parcion Private Wealth LLC2,643
0.0% of portfolio›$279.4K
Signal Advisors Wealth, LLC2,607
0.0% of portfolio›$275.6K
Winter & Associates, Inc.2,588
0.2% of portfolio›$289.3K
Tritonpoint Wealth, LLC2,583
0.0% of portfolio›$273.0K
Sowell Financial Services LLC2,558
0.0% of portfolio›$270.4K
Claro Advisors Inc.2,441
0.0% of portfolio›$258.0K
Legacy Capital Wealth Partners, LLC2,435
0.1% of portfolio›$257.4K
Dynamic Advisor Solutions LLC2,433
0.0% of portfolio›$257.2K
Emergent Wealth Advisors, LLC2,319
0.1% of portfolio›$245.1K
Whitener Capital Management, Inc.2,309
0.0% of portfolio›$244.1K
Roman Butler Fullerton & Co2,270
0.1% of portfolio›$250.9K
Saxony Capital Management, LLC2,235
0.1% of portfolio›$236.3K
Parkside Financial Bank & Trust2,233
0.0% of portfolio›$236.1K
Trilogy Capital Inc.2,162
0.0% of portfolio›$228.6K
Fortem Financial Group, LLC2,152
0.0% of portfolio›$227.5K
Schaper Benz & Wise Investment Counsel Inc2,149
0.0% of portfolio›$227.2K
Red Mountain Financial, LLC2,133
0.2% of portfolio›$225.5K
Baron Wealth Management LLC2,122
0.1% of portfolio›$224.3K
Matthew Goff Investment Advisor, LLC2,115
0.0% of portfolio›$223.6K
Alchemi Wealth, LLC2,100
0.1% of portfolio›$222.0K
Prime Capital Investment Advisors, LLC2,088
0.0% of portfolio›$220.7K
Avaii Wealth Management, LLC2,066
0.1% of portfolio›$219.5K
Unified Investment Management2,044
0.2% of portfolio›$216.1K
Lynx Investment Advisory2,043
0.1% of portfolio›$216.0K
Midland Wealth Advisors, LLC2,036
0.0% of portfolio›$215.2K
Wolff Financial Management LLC2,029
0.0% of portfolio›$214.5K
Landmark Wealth Management, LLC2,012
0.1% of portfolio›$212.7K
Sloy Dahl & Holst, LLC1,925
0.0% of portfolio›$203.5K
Montag A & Associates Inc1,772
0.0% of portfolio›$187.3K
Key FInancial Inc1,661
0.0% of portfolio›$175.6K
Elevated Capital Advisors, LLC1,597
0.1% of portfolio›$168.8K
Hilton Head Capital Partners, LLC1,500
0.1% of portfolio›$158.6K
Old Second National Bank of Aurora1,400
0.0% of portfolio›$148.0K
Maryland Capital Advisors Inc.1,374
0.0% of portfolio›$145.2K
CoreCap Advisors, LLC1,227
0.0% of portfolio›$129.7K
Pittenger & Anderson Inc1,200
0.0% of portfolio›$126.9K
Spire Wealth Management1,180
0.0% of portfolio›$124.7K
Latitude Advisors, LLC1,122
0.0% of portfolio›$118.6K
Center for Financial Planning, Inc.1,022
0.0% of portfolio›$108.0K
Gamma Investing LLC1,015
0.0% of portfolio›$107.3K
Pathway Financial Advisers, LLC1,011
0.0% of portfolio›$106.8K
Rakuten Investment Management, Inc.969
0.0% of portfolio›$103.1K
EPG Wealth Management LLC854
0.0% of portfolio›$90.3K
Lloyd Advisory Services, Llc.850
0.0% of portfolio›$89.9K
Hoese & Co LLP833
0.1% of portfolio›$88.1K
Signaturefd, LLC700
0.0% of portfolio›$74.0K
Reap Financial Group, LLC679
0.0% of portfolio›$71.8K
Cape Investment Advisory, Inc.613
0.0% of portfolio›$64.8K
Y.D. More Investments Ltd590
0.0% of portfolio›$62.4K
Glass Jacobson Investment Advisors llc530
0.0% of portfolio›$56.1K
Hartford Financial Management Inc.513
0.0% of portfolio›$54.2K
Turtle Creek Wealth Advisors, LLC500
0.0% of portfolio›$52.9K
North Star Investment Management Corp.481
0.0% of portfolio›$50.8K
Rosenberg Matthew Hamilton458
0.0% of portfolio›$48.4K
Godsey & Gibb, Inc427
0.0% of portfolio›$45.1K
Salomon & Ludwin, LLC398
0.0% of portfolio›$42.1K
Harbor Investment Advisory, LLC315
0.0% of portfolio›$33.3K
Pflug Koory, LLC313
0.0% of portfolio›$33.1K
Physician Wealth Advisors, Inc.290
0.0% of portfolio›$30.7K
Trust Co287
0.0% of portfolio›$30.3K
Private Wealth Management Group, LLC268
0.0% of portfolio›$28.3K
Trust Co of Vermont267
0.0% of portfolio›$28.2K
Rossmore Private Capital225
0.0% of portfolio›$23.8K
Cranbrook Wealth Management, LLC222
0.0% of portfolio›$23.5K
Golden State Wealth Management, LLC213
0.0% of portfolio›$22.5K
Cherry Tree Wealth Management, LLC209
0.0% of portfolio›$22.1K
Angeles Wealth Management, LLC196
0.0% of portfolio›$20.7K
Independence Bank of Kentucky196
0.0% of portfolio›$20.7K
Nemes Rush Group LLC188
0.0% of portfolio›$19.9K
Livelsberger Financial Advisory179
0.1% of portfolio›$18.9K
Avion Wealth169
0.0% of portfolio›$17
Kingdom Financial Group Llc.166
0.0% of portfolio›$17.5K
SBI Securities Co., Ltd.164
0.0% of portfolio›$17.3K
Tower View Wealth Management LLC160
0.0% of portfolio›$16.9K
Key Capital Management, Inc135
0.0% of portfolio›$14.3K
Blue Trust, Inc.132
0.0% of portfolio›$14.0K
Abound Wealth Management125
0.0% of portfolio›$13.2K
Allspring Global Investments Holdings, LLC105
0.0% of portfolio›$11.1K
GK Wealth Management LLC103
0.0% of portfolio›$10.9K
Markowski Investments100
0.0% of portfolio›$10.6K
Richards, Merrill & Peterson, Inc.95
0.0% of portfolio›$10.0K
Elevation Wealth Partners, LLC85
0.0% of portfolio›$9.0K
Goodman Advisory Group, LLC78
0.0% of portfolio›$8.2K
Cornerstone National Bank & Trust Co77
0.0% of portfolio›$8.2K
CX Institutional73
0.0% of portfolio›$8
Armstrong Advisory Group, Inc72
0.0% of portfolio›$7.6K
Gleason Group, Inc.50
0.0% of portfolio›$5.3K
Beacon Investment Advisory Services, Inc.45
0.0% of portfolio›$4.8K
Signature Equity Partners, LLC43
0.0% of portfolio›$4.5K
Highline Wealth Partners LLC41
0.0% of portfolio›$4.3K
Meriwether Wealth & Planning, LLC41
0.0% of portfolio›$4.3K
Rydar Equities, Inc.40
0.0% of portfolio›$4.3K
Adkins Seale Capital Management LLC39
0.0% of portfolio›$4.1K
Next Level Wealth Planning, LLC20
0.0% of portfolio›$2.1K
Bfsg, LLC16
0.0% of portfolio›$1.7K
Bullock Wealth Management Group13
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC2
0.0% of portfolio›$211
Valley Wealth Managers, Inc.1
0.0% of portfolio›$73
StyleTurnoverLocationFiled
Southern Farm Bureau Life Insurance
1,107,967$117.1K10.8%ETFVery LowJackson, MS2026-10-15
Commonwealth Equity Services, LLC
997,032$105.4M0.1%ETFLowWaltham, MA2026-11-02
Verde Capital Management
927,965$98.1M17.1%ETFLowClarkston, MI2026-10-28
Cambridge Investment Research Advisors, Inc.
544,957$57.6K0.0%ETFLowFairfield, IA2026-11-02
Leelyn Smith, LLC
539,247$57.0M6.3%GrowthLowGeneva, IL2026-11-03
Harbor Group, Inc.
506,022$53.5M6.3%ETFVery LowBedford, NH2026-10-14
Regatta Capital Group, LLC
482,975$51.1M6.5%ETFLowEl Segundo, CA2026-10-23
Provenance Wealth Advisors, LLC
482,624$51.0M3.0%ETFLowFort Lauderdale, FL2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
452,541$47.8M7.8%ETFMediumMansfield, OH2026-10-09
G2 Capital Management, LLC / OH
367,084$38.8M8.8%ETFVery LowColumbus, OH2026-10-23
Assetmark, Inc
332,309$35.1M0.1%ETFLowConcord, CA2026-10-21
Jnba Financial Advisors
323,056$34.2M2.6%ETFMediumBloomington, MN2026-11-03
Prospera Financial Services Inc
275,047$30.9M0.4%CoreMediumDallas, TX2026-11-04
Buttonwood Financial Advisors Inc.
260,865$27.6M8.3%GARPLowBaltimore, MD2026-10-13
Brookstone Capital Management
257,491$27.2M0.3%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
253,598$25.9M0.0%CoreLowPlymouth, MN2026-10-13
Planned Solutions, Inc.
240,070$25.4M7.0%ETFLowFolsom, CA2026-10-19
Berkshire Money Management, Inc.
226,127$23.9M2.1%ETFMediumDalton, MA2026-10-21
KRM Wealth Management L.L.C.
224,703$23.8M10.4%ETFVery LowReno, NV2026-11-02
Wealthcare Advisory Partners LLC
220,638$23.3M0.4%ETFLowWest Chester, PA2026-10-21
James J. Burns & Company, LLC
201,368$21.3M2.3%ETFVery LowMelville, NY2026-10-22
Altus Wealth Group LLC
198,996$21.0M7.9%ETFLowColorado Springs, CO2026-10-20
Creative Planning
196,837$20.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Etesian Wealth Advisors, Inc.
185,544$19.6M5.7%ETFLowWest Linn, OR2026-10-27
Ceera Investments, LLC
181,966$19.2M7.3%CoreMediumBellaire, TX2026-11-02
Beaumont Asset Management, L.L.C.
179,693$19.0M6.6%ETFLowBeaumont, TX2026-10-16
IFP Advisors, Inc
161,295$17.1M0.3%GrowthLowTampa, FL2026-10-16
New England Private Wealth Advisors LLC
159,398$16.8M1.6%ETFVery LowWellesley, MA2026-10-19
Citigroup Inc
146,734$15.5M0.0%CoreMediumNew York, NY2026-11-04
Joseph Group Capital Management
139,859$14.8M2.6%ETFLowColumbus, OH2026-11-04
Davenport & Co LLC
139,310$14.7M0.1%CoreMediumRichmond, VA2026-10-14
Visionary Wealth Advisors
133,727$14.1M0.6%ETFLowO'Fallon, IL2026-11-04
Robertson Stephens Wealth Management, LLC
133,054$14.1M0.3%ETFMediumSan Francisco, CA2026-10-16
AlphaCore Capital LLC
130,452$13.8M0.2%ETFLowLa Jolla, CA2026-11-04
Tanager Wealth Management LLP
128,683$13.6M1.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Oppenheimer & Co Inc
124,020$13.1M0.1%CoreLowNew York, NY2026-10-26
Unique Wealth Strategies, LLC
123,130$12.8M4.7%CoreMediumBurr Ridge, IL2026-10-13
Fermata Advisors, LLC
122,627$13.0M2.5%ETFLowSonoma, CA2026-10-13
Ferguson Shapiro LLC
119,867$12.7M3.7%ETFHighDecatur, GA2026-10-16
Independent Financial Group, LLC
116,521$12.3M0.2%GrowthLowSan Diego, CA2026-10-13
Family Office Research LLC
114,614$12.1M4.7%ETFLowBethesda, MD2026-10-14
Financial Solutions Advisory Group, Inc.
113,948$12.6M1.6%ETFMediumChicago, IL2026-10-28
46 Peaks LLC
108,193$11.4M7.3%ETFVery LowNewtown, PA2026-11-03
Kestra Private Wealth Services, LLC
104,212$11.0M0.1%GrowthLowAustin, TX2026-10-30
Financial Management Network Inc
101,572$10.8M1.6%ETFLowMission Viejo, CA2026-10-09
Richmond Investment Services, LLC
95,935$10.1M3.2%ETFLowMequon, WI2026-10-29
Farrow Financial, Inc.
94,999$10.0M5.3%ETFLowSouth Burlington, VT2026-10-30
Kestra Advisory Services, LLC
93,338$9.9M0.0%CoreLowAustin, TX2026-11-02
Howard Financial Services, Ltd.
91,799$9.7M1.0%ETFLowDallas, TX2026-10-15
TPG Advisors LLC
83,341$8.8M4.7%ETFVery LowNorthfield, IL2026-10-16
EnRich Financial Partners LLC
79,573$8.4M2.0%ETFVery LowMadison, WI2026-10-21
Onyx Bridge Wealth Group LLC
77,836$8.2M0.7%ETFMediumTarrytown, NY2026-10-16
Philip James Wealth Mangement, LLC
76,706$8.1M0.9%YieldMediumMilton, GA2026-10-27
Employees' Retirement Fund of the City of Fort Worth
75,074$7.9M2.9%ETFN/AFort Worth, TX2026-11-02
Elevation Capital Advisory, LLC
74,747$7.9M3.1%ETFVery HighBend, OR2026-10-29
Apollon Wealth Management, LLC
74,383$7.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
American National Bank of Texas
73,776$7.8M7.1%ETFMediumRichardson, TX2026-10-07
Sigma Planning Corp
72,629$7.7M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Mengis Capital Management, Inc.
72,361$7.6M1.1%CoreLowPortland, OR2026-10-13
Concurrent Investment Advisors, LLC
71,304$7.5M0.1%GrowthMediumTampa, FL2026-10-16
Boyce & Associates Wealth Consulting, Inc.
69,777$7.4M4.5%ETFMediumCedar Park, TX2026-10-14
HBW Advisory Services LLC
66,830$7.1M0.7%ETFMediumSimi Valley, CA2026-10-15
Boomfish Wealth Group, LLC
64,323$6.8M2.9%GrowthMediumAlpharetta, GA2026-10-22
Midwest Financial Group LLC
62,460$6.6M2.2%ETFLowOverland Park, KS2026-10-15
VestGen Advisors, LLC
62,402$6.6M0.2%GrowthMediumChicago, IL2026-10-27
Paller Financial Services Inc
62,016$6.6M5.0%ETFMediumCentennial, CO2026-10-13
Darrow Company, Inc.
60,849$6.4M2.6%ETFVery LowNeedham, MA2026-10-22
Activest Wealth Management
59,999$6.3M1.2%ETFLowAventura, FL2026-10-15
Selby Wealth Management, LLC
59,575$6.3M2.2%ETFVery LowEmeryville, CA2026-10-16
Guilbault Capital LLC
57,319$6.1M5.9%ETFMediumMetairie, LA2026-10-28
Eubel Brady & Suttman Asset Management Inc
56,377$6.0K0.0%Deep ValueMediumMiamisburg, OH2026-11-04
Allen Capital Group, LLC
55,919$5.9M0.5%CoreLowGrand Island, NE2026-10-27
D.A. Davidson & Co.
54,729$5.8M0.0%CoreLowGreat Falls, MT2026-10-28
Mirae Asset Global Investments Co., Ltd.
53,900$5.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Harbour Trust & Investment Management Co
53,888$5.7M0.5%GrowthLowMichigan City, IN2026-10-28
Signature Estate & Investment Advisors LLC
51,499$5.4M0.1%ETFMediumLos Angeles, CA2026-10-13
Beaumont Financial Advisors, LLC
49,420$5.2M0.3%GrowthMediumNeedham, MA2026-10-22
Sunpointe, LLC
49,242$5.2M1.6%GrowthMediumSt. Louis, MO2026-10-22
StoneX Group Inc.
48,795$5.2M0.2%ETFMediumNew York, NY2026-11-03
MCF Advisors LLC
47,952$5.1M0.2%ETFLowLexington, KY2026-10-28
Tranquility Partners, LLC
47,737$5.0M1.8%CoreLowBrentwood, TN2026-10-20
Opal Wealth Advisors, LLC
46,361$4.9M1.0%ETFLowJericho, NY2026-10-16
Jacksonville Wealth Management, LLC
45,771$4.8M2.5%ETFVery LowJacksonville, FL2026-10-30
Y-Intercept (Hong Kong) Ltd
45,763$4.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Turning Point Benefit Group, Inc.
45,616$4.8M2.0%ETFMediumFrederick, MD2026-10-28
Farrell Financial LLC
44,340$4.7M2.5%ETFVery LowOrchard Park, NY2026-10-16
Ayalon Insurance Comp Ltd.
43,747$4.6K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Flagstar Securities, Inc
42,554$4.5M1.4%ETFVery LowNew York, NY2026-10-15
Capital Investment Advisory Services, LLC
41,235$4.4M0.3%CoreMediumRaleigh, NC2026-10-30
Truist Financial Corp
41,199$4.4M0.0%CoreLowCharlotte, NC2026-10-30
William John Sempolinski
41,199$4.4M1.7%MomentumLowEaston, MA2026-10-20
Avalon Capital Management
39,746$4.2M1.0%GrowthMediumMenlo Park, CA2026-11-04
Lido Advisors, LLC
38,524$4.1M0.0%GrowthLowLos Angeles, CA2026-11-04
WealthPlan Investment Management, LLC
37,206$3.9M0.2%GrowthMediumOmaha, NE2026-10-15
RDA Financial Network
36,988$3.9M0.9%GrowthMediumAkron, IA2026-10-15
Lunt Capital Management, Inc.
35,967$3.8M1.4%ETFLowHolladay, UT2026-10-30
Commerce Advisors, LLC
34,771$3.7M1.7%ETFLowMemphis, TN2026-10-19
Tompkins Financial Corp
34,269$3.6M0.3%CoreLowIthaca, NY2026-10-05
Acorn Wealth Advisors, LLC
33,862$3.6M0.9%ETFLowGrand Blanc, MI2026-10-19
Rose Capital Advisors LLC
33,364$3.5M0.9%ETFN/AMiami Beach, FL2026-11-04
Iron Financial LLC
33,082$3.5M1.5%ETFLowNorthbrook, IL2026-10-23
Cornerstone Wealth Management, LLC
32,014$3.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Paragon Advisors, LLC
30,908$3.3M0.6%ETFHighCollege Station, TX2026-11-03
Patton Albertson Miller Group, LLC
30,506$3.2M0.3%CoreLowChattanooga, TN2026-10-26
Tactive Advisors, LLC
30,164$3.2M0.8%ETFHighJacksonville, FL2026-10-08
BXM Wealth LLC
29,920$3.2M1.7%GrowthLowEnglewood, CO2026-11-03
Farther Finance Advisors, LLC
29,917$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Creekside Partners
28,100$3.0M1.1%ETFVery LowPetaluma, CA2026-11-04
Victory Financial Group, LLC
28,082$3.0M0.3%ETFLowAustin, TX2026-10-27
Laurel Wealth Planning LLC
27,853$2.9M1.3%ETFLowEdina, MN2026-11-02
Obermeyer Wealth Partners
27,512$2.9M0.1%GrowthLowAspen, CO2026-10-21
XML Financial, LLC
27,446$2.9M0.2%ETFLowBethesda, MD2026-10-29
Integrated Advisors Network LLC
26,409$2.8M0.1%GrowthMediumDallas, TX2026-10-20
Cross Staff Investments Inc
26,127$2.8M1.6%CoreVery LowPittsford, NY2026-10-22
Lionsbridge Wealth Management LLC
25,046$2.6M3.0%ETFMediumJacksonville Beach, FL2026-10-26
S.E.E.D. Planning Group LLC
23,670$2.5M0.6%CoreMediumBinghamton, NY2026-10-07
Cliftonlarsonallen Wealth Advisors, LLC
23,131$2.4M0.0%ETFLowMinneapolis, MN2026-10-14
First Financial Group Corp
22,971$2.4M1.9%ETFLowRaleigh, NC2026-10-22
Triumph Capital Management
22,826$2.4M0.4%ETFMediumDenver, CO2026-10-14
TME Financial, Inc.
22,790$2.4M1.5%ETFMediumHuntington Beach, CA2026-10-14
Fifth Third Securities, Inc.
22,406$2.4M0.1%ETFLowCincinnati, OH2026-10-21
YHB Investment Advisors, Inc.
21,723$2.3M0.1%GrowthLowWest Hartford, CT2026-10-08
Atria Investments, Inc
21,533$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Trust Services, Inc.
21,001$2.2M0.2%GrowthMediumSioux Falls, SD2026-10-07
Cornell Pochily Investment Advisors, Inc.
20,691$2.2M0.6%CoreLowIthaca, NY2026-10-19
XY Planning Network, Inc.
20,138$2.1M0.2%ETFLowBozeman, MT2026-10-14
Endowment Wealth Management, Inc.
19,206$2.0M0.7%ETFMediumAppleton, WI2026-11-03
ARQ Wealth Advisors, LLC
19,117$2.0M0.2%ETFLowScottsdale, AZ2026-10-29
Cookson Peirce & Co Inc
18,894$2.0M0.1%GrowthHighPittsburgh, PA2026-10-30
Pekin Hardy Strauss, Inc.
17,978$1.9M0.2%ValueMediumChicago, IL2026-11-02
Foguth Wealth Management, Llc.
16,035$1.8M0.2%ETFHighBrighton, MI2026-10-19
Sentinel Pension Advisors, LLC
16,009$1.7M0.2%ETFLowWakefield, MA2026-11-02
Kingswood Wealth Advisors, LLC
15,425$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Chicago Partners Investment Group LLC
15,268$1.7M0.0%GARPLowChicago, IL2026-10-27
Focus Financial Network, Inc.
15,146$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
Vise Technologies, Inc.
15,104$1.6M0.0%IndexLowNew York, NY2026-10-29
Madden Securities Corp
15,000$1.6M0.4%GrowthMediumDallas, TX2026-10-27
NorthCrest Asset Manangement, LLC
14,990$1.6M0.0%GrowthLowPlymouth, MN2026-10-13
Schorn Wealth LLC
14,913$1.6M0.4%ETFLowEnglewood, FL2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
14,906$1.6M0.1%ETFMediumWestlake, OH2026-10-14
WealthPLAN Partners, LLC
14,801$1.6M0.3%CoreMediumOmaha, NE2026-10-15
PKS Advisory Services, LLC
14,757$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Verdence Capital Advisors LLC
14,366$1.5M0.1%CoreMediumHunt Valley, MD2026-10-26
Mendel Money Management
14,057$1.5M0.5%GrowthMediumNorthbrook, IL2026-11-02
Provident Wealth Management, LLC
13,808$1.5M0.5%ETFVery LowBrentwood, TN2026-10-20
RCW Management, LLC
13,744$1.5M1.3%ETFVery LowJacksonville, FL2026-10-30
Legacy Solutions, LLC
13,548$1.4M1.1%ETFLowKennett Square, PA2026-10-07
Pioneer Family Office, LLC
13,475$1.4M0.7%ETFMediumNorth Miami Beach, FL2026-10-30
Soundwatch Capital LLC
13,424$1.4M0.2%ETFVery LowDallas, TX2026-11-04
Peck Wealth Management, LLC
13,219$1.4M1.2%ETFLowWhite Plains, NY2026-10-29
Sierra Ocean, LLC
12,857$1.4M0.8%ETFLowRipon, CA2026-11-03
Defined Wealth Management, LLC
12,591$1.3M0.7%ETFLowBeaverton, OR2026-10-19
Echo45 Advisors LLC
12,564$1.3M0.6%ETFLowWalnut Creek, CA2026-10-07
Rhodes Investment Advisors Inc
12,322$1.3M0.9%CoreMediumFort Worth, TX2026-10-07
Winebrenner Capital Management LLC
11,753$1.2M0.8%ETFLowLouisville, KY2026-10-07
Asset One Wealth Management LLC
11,554$1.2M0.1%GrowthLowBellevue, WA2026-11-02
AlphaStar Capital Management, LLC
11,462$1.2M0.1%ETFMediumCornelius, NC2026-10-16
TD Private Client Wealth LLC
11,285$1.2M0.0%ETFLowNew York, NY2026-10-28
Heck Capital Advisors, LLC
11,189$1.2M0.1%ETFMediumRhinelander, WI2026-10-14
Principle Wealth Partners LLC
11,023$1.2M0.1%CoreVery LowMadison, CT2026-11-02
Fiduciary Financial Group, LLC
10,966$1.2M0.1%ETFLowSan Rafael, CA2026-10-13
Uptick Partners, LLC
10,818$1.1M0.2%ETFLowNacogdoches, TX2026-11-04
Balance Wealth Partners LLC
10,137$1.1M0.3%ETFMediumWorthington, OH2026-10-27
Whipplewood Advisors, LLC
9,686$1.0M0.7%ETFLowLittleton, CO2026-10-20
Root Financial Partners, LLC
9,678$1.0M0.0%ETFMediumEncinitas, CA2026-10-21
Park Avenue Securities LLC
9,673$1.0K0.0%ETFMediumNew York, NY2026-10-26
BCS Wealth Management
9,602$1.0M0.2%ETFVery LowJohnson City, TN2026-11-03
KPP Advisory Services LLC
9,589$1.0M0.2%GrowthMediumLouisville, KY2026-10-26
Castle Rock Wealth Management, LLC
9,128$988.0K0.2%GrowthMediumWalnut Creek, CA2026-10-09
Phraction Management LLC
9,095$961.4K0.2%GrowthLowColchester, CT2026-10-14
Archford Capital Strategies, LLC
9,091$961.0K0.1%GrowthMediumSwansea, IL2026-10-19
Wedbush Securities Inc
8,944$9450.0%CoreLowPasadena, CA2026-10-22
Perigon Wealth Management, LLC
8,818$932.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Kaydan Wealth Management, Inc.
8,808$931.1K0.3%ETFMediumFenton, MI2026-10-08
Peak Financial Advisors LLC
8,740$923.9K0.4%CoreHighDenver, CO2026-10-28
PFG Advisors
8,712$921.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
8,403$888.3K0.2%CoreMediumBloomington, IN2026-10-15
Parkway Wealth Management Group, LLC
8,396$887.5K0.1%ETFHighPlano, TX2026-10-20
Financial Partners Group, Inc
8,266$873.8K0.1%ETFLowOverland Park, KS2026-10-19
Walled Lake Planning & Wealth Management, LLC
8,246$871.7K0.2%ETFLowHighland Park, IL2026-10-29
First Community Trust NA
8,242$871.3K0.3%GrowthLowDubuque, IA2026-10-07
HB Wealth Management, LLC
8,170$863.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Compass Financial Management LLC
8,095$855.7K0.1%CoreN/ATampa, FL2026-10-30
RFG Advisory, LLC
7,966$842.0K0.0%ETFMediumBirmingham, AL2026-11-03
Realta Investment Advisors
7,852$830.0K0.2%GrowthMediumWilmington, DE2026-10-14
Cornerstone Wealth Group, LLC
7,834$828.2K0.0%CoreMediumHuntersville, NC2026-11-02
Swmg, LLC
7,765$878.3K0.2%ETFMediumFort Worth, TX2026-10-23
LexAurum Advisors, LLC
7,514$794.3K0.1%ETFLowOverland Park, KS2026-10-19
SAX Wealth Advisors, LLC
7,470$789.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Meitav Investment House LTD
7,451$778.5K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Samalin Investment Counsel, LLC
7,235$764.8K0.2%YieldMediumChappaqua, NY2026-10-23
Convergence Financial, LLC
7,154$756.2K0.1%ETFMediumColumbia, MO2026-10-27
BIP Wealth, LLC
7,052$745.4K0.0%ETFMediumAtlanta, GA2026-10-22
Keybank National Association
6,981$738.0K0.0%CoreLowBrooklyn, OH2026-11-04
Oliver Luxxe Assets LLC
6,760$714.6K0.1%ValueMediumGladstone, NJ2026-10-14
1620 Investment Advisors, Inc.
6,748$713.3K0.4%ValueLowPlymouth, MA2026-11-04
Indivisible Partners
6,602$697.9K0.0%GrowthMediumClearwater, FL2026-10-26
Autumn Glory Partners, LLC
6,483$685.3K0.2%CoreMediumDallas, TX2026-10-26
John W. Brooker & Co., CPAs
6,432$680.0K0.8%ETFMediumOakland, CA2026-10-21
United Advisor Group, LLC
6,421$678.7K0.1%ETFLowCincinnati, OH2026-11-03
Waldron Private Wealth LLC
6,309$666.9K0.0%ETFVery LowBridgeville, PA2026-11-02
Wolff Wiese Magana LLC
6,049$639.5K0.3%GrowthLowCarslbad, CA2026-10-15
Rooted Wealth Advisors, Inc.
6,022$626.1K0.2%ETFLowBourbonnais, IL2026-11-03
Box Hill Private Wealth LLC
5,757$608.6K0.4%ETFLowScottsdale, AZ2026-10-05
Mission Wealth Management, LP
5,736$606.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Financial Synergies Wealth Advisors, Inc.
5,734$606.1K0.0%ETFVery LowHouston, TX2026-10-16
Blossom Wealth Management
5,707$603.3K0.8%GrowthLowSan Ramon, Ca, CA2026-11-03
Trademark Financial Management, LLC
5,703$602.9K0.2%ETFMediumBloomington, MN2026-10-23
Wilkerson Advisory Group LLC
5,619$594.0K0.2%ETFMediumColumbia, MO2026-10-20
Western Pacific Wealth Management, LP
5,506$582.1K0.5%GrowthLowLake Forest, IL2026-10-16
Vision Capital Management, Inc.
5,453$576.4K0.1%CoreVery LowPortland, OR2026-10-20
Cullen T Bankers, Inc.
5,434$574.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Integrity Alliance, Llc.
5,349$565.5K0.0%ETFMediumUrbandale, IA2026-10-29
Lotus Asset Management LLC
5,322$562.8K0.5%ETFN/ANashville, TN2026-10-14
Asset Dedication, LLC
5,272$557.3K0.0%ETFLowSan Francisco, CA2026-11-03
Caliber Wealth Management, LLC / KS
5,255$555.5K0.1%ETFLowOverland Park, KS2026-11-04
Sensible Money, LLC
5,236$553.5K0.1%ETFVery LowScottsdale, AZ2026-10-20
Legacy Private Trust Co.
5,215$551.3K0.0%ETFLowNeenah, WI2026-10-06
Southland Equity Partners LLC
5,170$546.5K0.1%ETFLowWildwood, MO2026-10-14
Triad Wealth Partners, LLC
5,123$541.6K0.0%ETFMediumLawrence, KS2026-10-26
Brighton Jones LLC
5,115$540.7K0.0%CoreVery LowSeattle, WA2026-11-03
Merkkuri Wealth Advisors LLC
5,081$537.1K0.3%ETFMediumHicksville, NY2026-11-03
Intrua Financial, LLC
5,015$530.2K0.0%ETFMediumHouston, TX2026-10-28
Smith Thornton Advisors LLC
4,942$522.4K0.2%ETFVery LowHuntsville, AL2026-10-16
Dorato Capital Management
4,931$530.9K0.4%ValueVery LowDenver, CO2026-10-08
Capital Investment Advisors, LLC
4,922$520.3K0.0%CoreLowAtlanta, GA2026-10-22
Strategic Family Wealth Counselors, L.L.C.
4,903$518.3K0.1%ETFVery LowFairfield, NJ2026-10-29
Princeton Global Asset Management LLC
4,880$515.9K0.1%GrowthLowPrinceton, NJ2026-10-21
Todd Wealth Management, LLC
4,768$504.0K0.4%GARPVery LowVenice, FL2026-10-19
Marshall & Sterling Wealth Advisors Inc.
4,672$493.9K0.3%ETFMediumPoughkeepsie, NY2026-10-28
Able Wealth Management LLC
4,654$501.5K0.1%ETFMediumToms River, NJ2026-10-13
Anson Capital, Inc.
4,569$483.0K0.3%ETFLowTyrone, GA2026-10-23
Quad-Cities Investment Group, LLC
4,507$476.4K0.2%CoreLowDavenport, IA2026-10-16
Patriot Financial Group Insurance Agency, LLC
4,482$473.8K0.0%GrowthLowWalpole, MA2026-10-14
Flynn Zito Capital Management, LLC
4,477$473.3K0.1%ETFLowGarden City, NY2026-11-04
Whelan Financial
4,474$472.9K0.1%ETFLowFresno, CA2026-10-28
Welch & Forbes LLC
4,464$471.9K0.0%CoreVery LowBoston, MA2026-11-04
Members Wealth LLC
4,460$480.2K0.2%ETFLowMedia, PA2026-10-20
Family Capital Management, Inc.
4,451$470.5K0.2%ETFLowGrand Rapids, MI2026-11-03
Landaas & Co
4,400$465.1K0.1%ETFVery LowMilwaukee, WI2026-10-29
AdvisorNet Financial, Inc
4,375$477.1K0.0%ETFLowMinnetonka, MN2026-10-15
ATX Financial Planning, LLC
4,331$457.8K0.3%ETFHighAustin, TX2026-10-14
IPG Investment Advisors LLC
4,314$456.0K0.1%CoreMediumSan Diego, CA2026-10-30
Hazlett, Burt & Watson, Inc.
4,254$4430.0%CoreVery LowWheeling, WV2026-11-04
Creative Financial Designs Inc
4,243$448.5K0.0%ETFMediumKokomo, IN2026-11-04
WealthBridge Capital Management, LLC
4,219$446.0K0.1%ETFLowWesterville, OH2026-10-16
IMG Wealth Management, Inc.
4,192$443.1K0.2%ETFMediumJacksonville, FL2026-10-27
Commonwealth Financial Services, LLC
4,187$442.6K0.1%ETFMediumVienna, WV2026-10-20
Legacy Financial Strategies, LLC
4,111$434.6K0.1%ETFLowOverland Park, KS2026-10-15
Simplicity Wealth,LLC
4,108$434.3K0.0%ETFLowSummit, NJ2026-10-23
Stiles Financial Services Inc
4,060$429.2K0.1%GrowthLowEdina, MN2026-10-30
Elmwood Wealth Management, Inc.
3,963$418.9K0.1%ETFLowBerkeley, CA2026-10-14
Accelerate Investment Advisors LLC
3,959$418.5K0.2%ETFLowAliso Viejo, CA2026-11-02
NovaPoint Capital, LLC
3,947$417.2K0.1%CoreLowAtlanta, GA2026-10-22
Holos Integrated Wealth LLC
3,924$433.6K0.2%ETFLowKennett Square, PA2026-10-23
Patten Group, Inc.
3,913$413.6K0.1%CoreLowChattanooga, TN2026-10-26
MGO One Seven LLC
3,869$409.0K0.0%GrowthLowBeachwood, OH2026-10-28
Dhjj Financial Advisors, Ltd.
3,763$397.8K0.1%ETFVery LowNaperville, IL2026-10-23
Nfsg Corp
3,627$383.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Private Trust Co NA
3,525$372.7K0.0%CoreLowCleveland, OH2026-10-20
Peirce Capital Management, LLC
3,510$371.0K0.1%ETFLowThe Woodlands, TX2026-10-19
Fairscale Capital, LLC
3,490$392.2K0.2%GrowthVery LowNashua, NH2026-11-04
Sagespring Wealth Partners, LLC
3,471$366.9K0.0%ETFLowFranklin, TN2026-10-22
Lanark Financial, Inc.
3,424$362.0K0.0%CoreMediumBirmingham, AL2026-10-26
Diversify Wealth Management, LLC
3,373$375.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,373$375.2K0.0%GrowthLowSandy, UT2026-10-20
Ascentis Independent Advisors
3,366$355.8K0.0%ETFLowDallas, TX2026-11-03
Lavelle Capital LP
3,340$353.1K0.2%GrowthHighSan Francisco, CA2026-11-03
Northeast Investment Management
3,316$350.5K0.0%GrowthVery LowBoston, MA2026-10-30
Harel Insurance Investments & Financial Services Ltd.
3,301$3490.0%GrowthHighRamat Gan, Luxembourg2026-11-02
True North Advisors, LLC
3,242$342.7K0.0%CoreMediumDallas, TX2026-10-22
Almanack Investment Partners, Llc.
3,213$339.6K0.0%ETFMediumNewtown Square, PA2026-11-03
NavPoint Financial, Inc.
3,163$334.4K0.1%ETFVery LowPrior Lake, MN2026-10-21
TSG Advice Partners, LLC
3,105$322.8K0.0%ETFN/AColumbus, OH2026-10-29
Choreo, LLC
3,103$328.0K0.0%IndexLowRockford, IL2026-10-28
Titleist Asset Management, LLC
3,077$325.2K0.0%ETFLowSan Antonio, TX2026-10-08
Bay Capital Advisors, LLC
2,940$310.7K0.2%ETFLowVirginia Beach, VA2026-10-16
Parallel Advisors, LLC
2,887$305.2K0.0%IndexLowSan Francisco, CA2026-11-03
Atlas Brown,Inc.
2,880$304.5K0.1%GrowthLowLouisville, KY2026-10-09
EverSource Wealth Advisors, LLC
2,812$297.3K0.0%CoreMediumBirmingham, AL2026-11-04
Clarus Group, Inc.
2,805$296.5K0.1%ETFLowHouston, TX2026-10-21
Daymark Wealth Partners, LLC
2,790$294.9K0.0%CoreLowCincinnati, OH2026-11-04
CapWealth Advisors, LLC
2,786$294.5K0.0%CoreLowFranklin, TN2026-10-05
Bell Bank
2,734$289.0K0.0%ETFLowFargo, ND2026-10-21
Facet Wealth, Inc.
2,702$285.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Culbertson A N & Co Inc
2,701$285.5K0.0%CoreVery LowCharlottesville, VA2026-10-21
Parcion Private Wealth LLC
2,643$279.4K0.0%CoreMediumBellevue, WA2026-10-28
Signal Advisors Wealth, LLC
2,607$275.6K0.0%ETFLowDetroit, MI2026-10-13
Winter & Associates, Inc.
2,588$289.3K0.2%ETFMediumSt. Paul, MN2026-10-23
Tritonpoint Wealth, LLC
2,583$273.0K0.0%CoreLowChevy Chase, MD2026-10-19
Sowell Financial Services LLC
2,558$270.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Claro Advisors Inc.
2,441$258.0K0.0%CoreLowBoston, MA2026-11-02
Legacy Capital Wealth Partners, LLC
2,435$257.4K0.1%CoreMediumLittle Rock, AR2026-10-21
Dynamic Advisor Solutions LLC
2,433$257.2K0.0%ETFLowPhoenix, AZ2026-10-13
Emergent Wealth Advisors, LLC
2,319$245.1K0.1%ETFMediumWilliamsville, NY2026-10-09
Whitener Capital Management, Inc.
2,309$244.1K0.0%CoreVery LowRocky Mount, NC2026-10-15
Roman Butler Fullerton & Co
2,270$250.9K0.1%GrowthMediumSt Louis, MO2026-10-27
Saxony Capital Management, LLC
2,235$236.3K0.1%ETFMediumSt. Louis, MO2026-10-15
Parkside Financial Bank & Trust
2,233$236.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trilogy Capital Inc.
2,162$228.6K0.0%ETFMediumIrvine, CA2026-10-20
Fortem Financial Group, LLC
2,152$227.5K0.0%GrowthLowPalm Desert, CA2026-10-20
Schaper Benz & Wise Investment Counsel Inc
2,149$227.2K0.0%CoreVery LowNeenah, WI2026-10-09
Red Mountain Financial, LLC
2,133$225.5K0.2%ETFLowFort Collins, CO2026-11-03
Baron Wealth Management LLC
2,122$224.3K0.1%CoreLowTroy, MI2026-10-27
Matthew Goff Investment Advisor, LLC
2,115$223.6K0.0%CoreMediumHouston, TX2026-10-13
Alchemi Wealth, LLC
2,100$222.0K0.1%CoreLowEssex, CT2026-11-04
Prime Capital Investment Advisors, LLC
2,088$220.7K0.0%ETFLowOverland Park, KS2026-10-20
Avaii Wealth Management, LLC
2,066$219.5K0.1%ETFMediumAppleton, WI2026-10-09
Unified Investment Management
2,044$216.1K0.2%CoreLowAtlanta, GA2026-10-14
Lynx Investment Advisory
2,043$216.0K0.1%ETFLowWashington, Dc, DC2026-10-27
Midland Wealth Advisors, LLC
2,036$215.2K0.0%ETFLowEffingham, IL2026-10-26
Wolff Financial Management LLC
2,029$214.5K0.0%ETFVery LowKalamazoo, MI2026-10-23
Landmark Wealth Management, LLC
2,012$212.7K0.1%ETFVery LowMelville, NY2026-11-03
Sloy Dahl & Holst, LLC
1,925$203.5K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Montag A & Associates Inc
1,772$187.3K0.0%CoreLowAtlanta, GA2026-10-29
Key FInancial Inc
1,661$175.6K0.0%ETFLowWest Chester, PA2026-11-02
Elevated Capital Advisors, LLC
1,597$168.8K0.1%ETFMediumSandy, UT2026-11-04
Hilton Head Capital Partners, LLC
1,500$158.6K0.1%CoreMediumHilton Head Island, SC2026-10-23
Old Second National Bank of Aurora
1,400$148.0K0.0%CoreLowAurora, IL2026-10-22
Maryland Capital Advisors Inc.
1,374$145.2K0.0%ETFVery LowChester, MD2026-10-15
CoreCap Advisors, LLC
1,227$129.7K0.0%ETFMediumSouthfield, MI2026-10-08
Pittenger & Anderson Inc
1,200$126.9K0.0%CoreLowLincoln, NE2026-11-02
Spire Wealth Management
1,180$124.7K0.0%GrowthMediumMclean, VA2026-10-30
Latitude Advisors, LLC
1,122$118.6K0.0%ETFLowYorkville, IL2026-10-27
Center for Financial Planning, Inc.
1,022$108.0K0.0%ETFLowSouthfied, MI2026-10-26
Gamma Investing LLC
1,015$107.3K0.0%IndexVery LowFoster City, CA2026-10-08
Pathway Financial Advisers, LLC
1,011$106.8K0.0%CoreLowAuburn, IN2026-10-27
Rakuten Investment Management, Inc.
969$103.1K0.0%ETFMediumTokyo, Mexico2026-10-30
EPG Wealth Management LLC
854$90.3K0.0%GrowthLowAtlanta, GA2026-11-03
Lloyd Advisory Services, Llc.
850$89.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Hoese & Co LLP
833$88.1K0.1%ETFLowGlencoe, MN2026-10-21
Signaturefd, LLC
700$74.0K0.0%IndexLowAtlanta, GA2026-10-23
Reap Financial Group, LLC
679$71.8K0.0%ETFLowAustin, TX2026-11-02
Cape Investment Advisory, Inc.
613$64.8K0.0%ETFLowMcdonough, GA2026-10-13
Y.D. More Investments Ltd
590$62.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Glass Jacobson Investment Advisors llc
530$56.1K0.0%ETFLowOwings Mills, MD2026-10-26
Hartford Financial Management Inc.
513$54.2K0.0%CoreLowWest Hartford, CT2026-10-21
Turtle Creek Wealth Advisors, LLC
500$52.9K0.0%GrowthLowDallas, TX2026-10-15
North Star Investment Management Corp.
481$50.8K0.0%CoreLowChicago, IL2026-10-27
Rosenberg Matthew Hamilton
458$48.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Godsey & Gibb, Inc
427$45.1K0.0%CoreLowRichmond, VA2026-10-14
Salomon & Ludwin, LLC
398$42.1K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Investment Advisory, LLC
315$33.3K0.0%GrowthLowLutherville, MD2026-10-13
Pflug Koory, LLC
313$33.1K0.0%CoreVery LowOmaha, NE2026-10-26
Physician Wealth Advisors, Inc.
290$30.7K0.0%ETFMediumMidvale, UT2026-10-20
Trust Co
287$30.3K0.0%ETFVery LowManhattan, KS2026-10-09
Private Wealth Management Group, LLC
268$28.3K0.0%ETFLowPrinceton, NJ2026-10-19
Trust Co of Vermont
267$28.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Rossmore Private Capital
225$23.8K0.0%CoreLowGlastonbury, CT2026-10-27
Cranbrook Wealth Management, LLC
222$23.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Golden State Wealth Management, LLC
213$22.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Cherry Tree Wealth Management, LLC
209$22.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Angeles Wealth Management, LLC
196$20.7K0.0%ETFLowSanta Monica, CA2026-10-26
Independence Bank of Kentucky
196$20.7K0.0%GrowthLowOwensboro, KY2026-10-26
Nemes Rush Group LLC
188$19.9K0.0%CoreVery LowNovi, MI2026-11-04
Livelsberger Financial Advisory
179$18.9K0.1%YieldVery LowAshland, OH2026-10-28
Avion Wealth
169$170.0%ETFLowThe Woodlands, TX2026-11-04
Kingdom Financial Group Llc.
166$17.5K0.0%ETFMediumPeoria, AZ2026-11-04
SBI Securities Co., Ltd.
164$17.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Tower View Wealth Management LLC
160$16.9K0.0%MomentumMediumShorewood, WI2026-10-23
Key Capital Management, Inc
135$14.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Blue Trust, Inc.
132$14.0K0.0%ETFLowBrentwood, TN2026-10-15
Abound Wealth Management
125$13.2K0.0%ETFVery LowFranklin, TN2026-10-26
Allspring Global Investments Holdings, LLC
105$11.1K0.0%CoreMediumCharlotte, NC2026-11-04
GK Wealth Management LLC
103$10.9K0.0%GARPVery HighReno, NV2026-10-09
Markowski Investments
100$10.6K0.0%ETFN/ATampa, FL2026-10-30
Richards, Merrill & Peterson, Inc.
95$10.0K0.0%GrowthLowSpokane, WA2026-10-19
Elevation Wealth Partners, LLC
85$9.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Goodman Advisory Group, LLC
78$8.2K0.0%GrowthHighNeedham, MA2026-11-02
Cornerstone National Bank & Trust Co
77$8.2K0.0%ETFMediumPalatine, IL2026-10-20
CX Institutional
73$80.0%CoreMediumAuburn, IN2026-10-02
Armstrong Advisory Group, Inc
72$7.6K0.0%ETFHighNeedham, MA2026-10-09
Gleason Group, Inc.
50$5.3K0.0%ETFVery LowProspect, KY2026-10-15
Beacon Investment Advisory Services, Inc.
45$4.8K0.0%GrowthLowMorristown, NJ2026-10-13
Signature Equity Partners, LLC
43$4.5K0.0%GrowthMediumColumbus, OH2026-10-29
Highline Wealth Partners LLC
41$4.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Meriwether Wealth & Planning, LLC
41$4.3K0.0%ETFMediumMinden, LA2026-10-13
Rydar Equities, Inc.
40$4.3K0.0%CoreVery LowWeatherford, TX2026-10-13
Adkins Seale Capital Management LLC
39$4.1K0.0%CoreVery LowShreveport, LA2026-10-27
Next Level Wealth Planning, LLC
20$2.1K0.0%ETFVery LowMeridian, ID2026-10-29
Bfsg, LLC
16$1.7K0.0%CoreLowIrvine, CA2026-10-30
Bullock Wealth Management Group
13$1.4K0.0%GrowthLowBloomington, IN2026-10-09
Ascentis Wealth Management, LLC
2$2110.0%Agg GrowthLowDallas, TX2026-11-03
Valley Wealth Managers, Inc.
1$730.0%GARPMediumParamus, NJ2026-10-09